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Read more about how we deliver security to our clients.
Families who want to create peace of mind by providing protection, security, and direction for their loved ones
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Individuals navigating the next chapter of life: whether that means getting married, going through divorce, or becoming widowed
Individuals who are starting their business or seasoned business owners who want to successfully pass their legacy to the next generation
Individuals & families who want to preserve their wealth, create tax efficiencies, and ensure their legacy is passed on how they wish
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Whether you are setting up your estate plan for the first time, or have questions about your existing estate plan, we can help. We specialize in these areas of estate planning:
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When a loved one passes away, there are many important tasks that need to be completed to handle their belongings, money, and property. Our service helps you through this process by:
We help sort out all their possessions, including their home, bank accounts, and other valuables.
We make sure any outstanding bills and debts are properly handled according to legal requirements.
We ensure that what’s left is given to the people specified in their will or trust, or, if there is no will, to their closest family members as determined by law.
We take care of all the necessary legal documents and court procedures to ensure everything is done correctly and legally.
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When someone sets up a trust to manage their money, property, and other assets, our service helps ensure everything is handled according to their wishes. Here’s what we do:
We coordinate with the appropriate professional advisors to ensure the trust’s money and property are properly maintained and investments are managed according to the trust’s terms.
We make sure the rules set by the person who created the trust are followed exactly as they wanted.
When it’s time, we make sure the money and property in the trust are given to the people or organizations specified in the trust.
We take care of all the necessary documents and ensure everything is done correctly and legally.
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Our service helps you both start your own business and plan for the future when you want to pass it on to the next generation. Here’s what we do:
We help you decide the best way to organize your business, like a sole proprietorship, limited liability company, partnership, or corporation.
We take care of all the necessary forms and legal documents to officially start your business.
We help you get everything in order, from registering your business name to completing necessary administrative documentation.
We help you create a plan for who will take over your business when you’re ready to retire or if something unexpected happens.
We create the necessary agreements to ensure a smooth transition of ownership and management.
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